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Claris Financial’s Southern Company SO Stock Holding History

Claris Financial’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$448K Sell
4,644
-185
-4% -$17.1K 0.25% 91
2025
Q4 		$421K Buy
4,829
+10
+0.2% +$913 0.22% 101
2025
Q3 		$457K Buy
4,819
+504
+12% +$47.1K 0.26% 89
2025
Q2 		$396K Sell
4,315
-245
-5% -$22K 0.3% 84
2025
Q1 		$375K Hold
4,560
– – 0.25% 94
2024
Q4 		$375K Buy
+4,560
New +$400K 0.25% 94

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Claris Financial's SO Position: Q1 2026 in Review

Claris Financial reduced its Southern Company (SO) stake by 3.8% in Q1 2026, selling an estimated $17.1K and leaving 4,644 shares worth $448K. The position accounts for 0.25% of the portfolio, ranked #91.

Claris Financial first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $457K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Claris Financial held 4,644 shares of Southern Company worth $448K as of Q1 2026.
  • Claris Financial sold 185 Southern Company shares in Q1 2026, an estimated $17.1K.
  • Southern Company made up 0.25% of Claris Financial's portfolio in Q1 2026, its #91 holding.
  • Claris Financial first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Southern Company position peaked at $457K in Q3 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.